How we’ll work together

In order to better accommodate your busy and ever-changing schedule, we make it easier and more efficient to work with us through initial and ongoing meetings virtually. By leveraging technology to meet with you, we save you precious time!

Virtual meetings are a great way to maintain a personal connection while getting to the point and making things happen. Whether we are viewing financial documents on a shared computer screen, completing paperwork in a paperless environment, or meeting for the first time, we will see, hear and get to know each other as if we were working in the same room.

In Greek mythology, Theia is the Greek goddess of sight and vision. Theia’s purpose in mythology was to instill a sense of shining light ancients could depend on.

A single beam of Theia’s light brought hope and a promise of banishment of darkness to the ancients.

That's where the name came from – the goddess of sight. My goal for you is to experience a clear vision. To be able to see and understand your retirement future, without the confusion of the unknown. A clear vision - out of the fog having that clarity of the future.

As a good friend once said, “There is no retirement without income.” How true is that?

Before most people set up a portfolio, they answer risk-tolerance questionnaires that lead to a specific asset allocation mix. This can work well for those who are primarily concerned with accumulating wealth, but this method doesn’t address how you want to source your retirement income once you’ve moved out of the accumulation phase.

When you retire, you no longer have the luxury of simply waiting out negative economic conditions that may impact your portfolio while you are still receiving a paycheck. Retirement planning for women includes a host of new risks including but not limited to:

• Retiring into a significant market downturn
• Outliving your assets
• Declining health and cognitive abilities
• Managing unexpected spending shocks

Focusing on retirement income can put guardrails around some of these risks.

As an entrepreneur, mother, wife, CEO and orphanage director, I totally understand “busy.” I know what the chaos of the daily work schedule looks like and have experienced decision fatigue. I’ve had important tasks on my to-do list that just keep getting pushed off. I know what it’s like to BE my clients and that’s why helping them gives me so much pleasure.

Also, women face unique opportunities and challenges that are different from men and the financial services industry rarely acknowledges—or plans—for those differences.

Women have money, are making money and are often the detail-oriented pragmatist, who maintains the family’s budget and keeps things in order. This is why helping them succeed in retirement planning is our focus.

Women are also an economic POWERHOUSE. They own 12 million businesses with a combined revenue of over 1.8 trillion and employ over 10 million people. They are the entrepreneurs of America and they deserve attention.